Family Financial Conversations

Think about your plans

As you prepare to spend time with family and friends, take the time to think about your financial plans for the future.

In this brief Edward Jones Perspective video, two families reflect on how they started the conversation about the future—and how communicating with each other NOW could help ease stress during emotional times down the road.

Start the conversation

Watch the video to learn more about these ideas to make starting the conversation less uncomfortable:

  • Set a date 
  • Keep it upbeat and positive 
  • Review plans on a regular basis

Working with your team of professionals, your Edward Jones financial advisor is available to help you and your family refine and communicate strategies for the future.

How we can help

For more information or to open an account, set up a face-to-face meeting with the Edward Jones financial advisor in your community.

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